Lead Capture to CRM Pipeline

Automatically route every new form submission into your CRM with lead scoring tags, and notify your sales channel in Slack.

The Snippet

// Zapier "Code by Zapier" step — clean a lead before it hits your CRM
// inputData: { name: " jOhn doe ", email: " JOhn_Doe@Gmail.com " }
const name = (inputData.name || "")
  .trim()
  .toLowerCase()
  .replace(/\b\w/g, (c) => c.toUpperCase());
const email = (inputData.email || "").trim().toLowerCase();
output = { name, email, valid: /.+@.+\..+/.test(email) };

Implementation Steps

1. Create a Zap with your form tool as trigger
2. Add a Filter step to skip spam submissions
3. Add HubSpot 'Create Contact' action and map fields
4. Add Slack 'Send Channel Message' with lead details
5. Test with a real form submission and publish

All templates